By Bud Conrad Chief Economist, The Casey Report - Casey Research As investors, the question we have to focus most of our attention on just now is what impact the credit crisis, the bursting housing bubble and the actions of the U.S. government will have on the economy and investment markets in the next...
The Slow Motion Recession Revisited Inflation, Deflation and Stagflation An Update on Myanmar New York "We appear to be entering a period of serious stagflation with sharply rising expected and actual inflation combined with large downside risks to growth and employment." "I would argue...
This week in Outside the Box we look at two brief essays which give us different perspective on the Continuing Crisis. The first is by Mohamed El-Erian, the co-chief executive and co-chief investment officer of Pimco. His book, 'When Markets Collide: Investment Strategies for the Age of Global Economic...